Are you an experienced leader with a passion for delivering exceptional service in financial planning operations? We're looking for an Advice Operations Team Leader to join a fast-growing, national financial advice firm. The right candidate must be local to one of the following locations: Warwick, Cheltenham or Cardiff.
This is your opportunity to lead a high-performing team, streamline processes, and ensure exceptional service delivery in a thriving, client-focused environment.
In this role, you'll lead a team of Financial Planning and Client Relationship Executive Assistants, ensuring top-tier support for Financial Planners while maintaining regulatory and policy compliance. Your expertise in performance management, multi-tasking, and strategic delegation will be key in driving operational excellence.
What You'll Be Doing:
- Leading the Advice Operations team to deliver outstanding service to Financial Planners and clients.
- Ensuring all client information is accurately maintained in our systems.
- Managing team performance through regular reviews, coaching, and development plans.
- Monitoring data control reports and addressing issues proactively.
- Collaborating with Compliance on client complaints and remediation.
- Driving continuous improvement in processes, efficiency, and service delivery.
What We're Looking For:
- Strong leadership skills with experience in financial services operations.
- Ability to manage multiple priorities while maintaining high-quality service.
- Skilled in training, mentoring, and developing teams.
- Experience in managing regulatory and policy adherence within financial services.
- Local to one of the following locations: Warwick/Cheltenham/Cardiff
The firm offers a highly competitive salary along with an attractive benefits package, including:
- 28 days' holiday, increasing to 30
- Company-matched pension
- BUPA healthcare and more
This is an incredible opportunity to make an impact within a dynamic and growing organisation. If you're ready to take on a leadership role where you can drive change, support a high-performing team, and contribute to our success, we'd love to hear from you.
Please reach out in confidence to